PTP
DSL

Platform Technology Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History

Platform Technology Partners’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$438K Hold
26,425
– – 0.21% 119
2020
Q3 		$423K Hold
26,425
– – 0.26% 101
2020
Q2 		$406K Sell
26,425
-500
-2% -$6.93K 0.29% 97
2020
Q1 		$359K Sell
26,925
-3,729
-12% -$68.5K 0.33% 92
2019
Q4 		$606K Buy
+30,654
New +$608K 0.46% 58

Other funds holding DSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Platform Technology Partners's DSL Position: Q4 2020 in Review

Platform Technology Partners held its DoubleLine Income Solutions Fund (DSL) position steady in Q4 2020 at 26,425 shares worth $438K. The position accounts for 0.21% of the portfolio, ranked #119.

Platform Technology Partners first reported a position in DSL in Q4 2019 and has held it in 5 quarters since. The position peaked at $606K in Q4 2019. 163 funds tracked by Wall St. Rank hold DSL as of Q4 2020.

  • Platform Technology Partners held 26,425 shares of DoubleLine Income Solutions Fund worth $438K as of Q4 2020.
  • Platform Technology Partners left its DoubleLine Income Solutions Fund share count unchanged in Q4 2020.
  • DoubleLine Income Solutions Fund made up 0.21% of Platform Technology Partners's portfolio in Q4 2020, its #119 holding.
  • Platform Technology Partners first reported a position in DoubleLine Income Solutions Fund in Q4 2019 and has held it in 5 quarters since.
  • Platform Technology Partners's DoubleLine Income Solutions Fund position peaked at $606K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2020.

Based on Platform Technology Partners's 13F filing for Q4 2020, filed 9 Feb 2021.